Waiting For The Gog. Portfolio update, June II

“In the end, the world always wins. That's just the way of things.” Khaled Hosseini, The Kite Runner

...man, we really like stories. We make them, let them shape reality, believe. They aid the power-curve like structural expressions, societal or personal or other, that keep the world largely as it is.  

Gog. You know - the end of days and all, the bad guy, Sauron, Satan, Angra Mainyu, Saddam Hussein, Putin, the French national team in any World Cup soccer final, Germans in general. Martha Stewart. Hillary Clinton... - civilization needs not only a bad guy but The Bad Guy in their stories.

Or does it? Does it, the Bad Guy, arise because civilizations often lead to sacrificial lambs, or The Sacrificial Lamb, first? That is always innocent. Whereas The Bad Guy always starts out merely as a questioner, someone who challenges aggressive authority and ends up punished, transformed into a propagandized monster because of that their questioning. What if Jesus had said 'W.T.F, Dad, dude. F*uck this. F*uck you.' No longer the lamb of God, he might have become more... a MAGA. A Trump supporter. A heathen dumb-dumb. A redneck.   

Flat screens and drop down searches are altering both our stories and the way we construct them now-a-day. Reality and timelessness have been so far removed from them - many, maybe most,don't even bother to consider them. And behave as spoiled angry children when confronted with the dicotomy between their story, their indifference, and reality. 

  

...so Tucker here must be a Lucifer, a serpent, an appearence who will turn you to stone if you look. Iran, Persia, hasn't invaded another nation for... over 2 centuries - despite having a military capacity far greater than its neighbors. More, within it Persia has been home to many ethnicities and communities - including a large Jewish one, for millennia. Today they all assume equal rights legally unlike in places, say, like Israel - where Arab citizens are even denied access to bomb shelters. It's been around geographically for over 100,000 years while the Persian civilization has been continous for over 4000. That's reality. Gog does not come from here. (Though Judaism's origins might.)

Netanyu instead could be a Gog candidate, if you must go down such a rabbit hole. His family is literally from the north: Lithuania, Turkey, Poland while he refers to otherworldly biblical stuff every-other speech, the metaphoric north. And his is a coalition of nations invading what had been peaceful lands - there is more Levantine blood in the Palestinians than any Ashkenazi new-comers - with once unwalled towns. Despite contemporary propaganda, even academic, Ottoman Palestine's relative peacefulness is too well-established to re-write historically. (There is quite not a little irony in some revisionism...) And despite these childish monstrosities ordered by a very few people, things grow, change, bear fruit, wither and vanish. It's still very odd to see such an empire spasming to its end nearly in real time, even more so and a shame that in those spasms the west is setting the best of its own principles on fire. At the same time, it's astonishing to see how rapidly the global south has thrown off the rascist, colonial chains trying to contain it. London is falling, Tel Aviv is burning, the king is dead; long live...whatever story comes next.

No real or false flag can prevent it. 

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(disclaimer: Note to anyone perusing: for now, I've none of these things - those who know me know the primary cause. He did actually steal literally every thing. Just suggestions these not advice and no conflicts of interest. For now. )

   ...so. If interested, you can read the previous posts... same deal overall as even last year: caution, gold, silver, nuclear, foreign markets, the VXX (volatility), copper, sell into rallies. Then lasers and stuff, eggs, oil, some AI articulations, mining, some medical lottery tickets on immunotherapy and transiently -ready to sell- some bitcoin. And lots of cash in waiting. Expect: melt-up then tanking within the next 18 months - at any time. Expect: global recession, deflation then inflation-stagflation or worse. Expect: a ton of volatilty, sustained. 

Portfolio

Results since inception, April 3rd, 2025: as of the 19th of June up 13.2% vs the benchmark S&P up 8.9%.

Maestro: